Team
Meet our Team Members
Brian Shedleski, MBA, CFP® - Owner/Wealth Advisor
Angela Michalowski - Office Manager
Carisa Shedleski - Administrative Manager
Lauren Shedleski - Financial Advisor Assistant
A team approach adds perspective to all I do and provides increased benefits to my clients.
Meet your Financial Professional
Brian Shedleski
Wealth Advisor/Owner
Brian Shedleski, MBA, CFP® is a seasoned financial advisor with over two decades of experience helping individuals and families plan for lasting financial success. As a CERTIFIED FINANCIAL PLANNER™ professional, Brian believes that...